CMCCX vs VMGRX

Both CMCCX and VMGRX are mutual funds. CMCCX has a higher 5-year return than VMGRX (19.76% vs 19.55%). CMCCX has a higher expense ratio than VMGRX (1.9% vs 0.34%). Below is the comparison between CMCCX and VMGRX.

CMCCX VMGRX
Security Type Mutual fund Mutual fund
Segment U.S. Equity: Mid-Cap Growth U.S. Equity: Mid-Cap Growth
Family Columbia Threadneedle Vanguard
Net Assets $9.30M $5.02B
Expense Ratio 1.90% 0.34%
Management Style active active
Dividend Yield 0.00% 0.14%
Minimum Investment $2,000.00 $3,000.00
YTD Return 18.82% 14.70%
1-Year Return 4.30% 4.51%
3-Year Return 24.92% 21.77%
5-Year Return 19.76% 19.55%
10-Year Return 14.43% 15.33%

CMCCX description

The Fund seeks significant capital appreciation by investing, under normal market conditions, at least 80% of its net assets in stocks of companies with a market capitalization, at the time of initial purchase, equal to or less than the largest stock in the Russell Midcap Index.

CMCCX performance & returns

YTD Return 18.82%
1-Month Return 1.84%
3-Month Return 4.30%
1-Year Return 4.30%
3-Year Return 24.92%
5-Year Return 19.76%
10-Year Return 14.43%
CMCCX expense ratio is 1.9%.

CMCCX holdings

Top 10 Holdings (21.65% of Total Assets)

Name Symbol % Assets
Cadence Design Systems Inc CDNS 2.55%
Ansys Inc ANSS 2.31%
DocuSign Inc DOCU 2.23%
Align Technology Inc ALGN 2.18%
CoStar Group Inc CSGP 2.17%
Lululemon Athletica Inc LULU 2.16%
Chipotle Mexican Grill Inc Class A CMG 2.13%
IDEXX Laboratories Inc IDXX 1.98%
Penumbra Inc PEN 1.97%
GoDaddy Inc A GDDY 1.97%

Other relevant CMCCX comparisons

You may also want to check out the following CMCCX comparisons that investors often look for on Finny

Or use Finny Compare Wizard to create a comparison you’d like to see.

VMGRX description

The Fund seeks long term growth of capital by investing in a mid-cap portfolio, which in turn invests primarily in the equity securities of companies with medium market capitalizations.

VMGRX performance & returns

YTD Return 14.70%
1-Month Return 1.34%
3-Month Return 4.51%
1-Year Return 4.51%
3-Year Return 21.77%
5-Year Return 19.55%
10-Year Return 15.33%
VMGRX expense ratio is 0.34%.

VMGRX holdings

Top 10 Holdings (16.81% of Total Assets)

Name Symbol % Assets
RingCentral Inc Class A RNG 2.86%
Square Inc A SQ 2.07%
O'Reilly Automotive Inc ORLY 1.62%
Caesars Entertainment Inc CZR 1.58%
Dollar General Corp DG 1.57%
Microchip Technology Inc MCHP 1.52%
Twitter Inc TWTR 1.46%
SBA Communications Corp SBAC 1.39%
Insulet Corp PODD 1.39%
Burlington Stores Inc BURL 1.35%

Other relevant VMGRX comparisons

You may also want to check out the following VMGRX comparisons that investors often look for on Finny

Or use Finny Compare Wizard to create a comparison you’d like to see.

You can check out all comparisons Finny users have looked for here. Feel free to the browse the list and view the comparisons that are of an interest to you.